Persona Templates & Model Options

Agents Configuration

Persona templates

Persona templates help you start with a communication style and working posture instead of beginning from a blank slate. They do not create a complete agent variant with tools and operating protocols for you. You still define the task, the workflow, and the tools separately.

Available templates

Template	Best suited for
Intelligent Assistant	General-purpose assistance with a balanced style
Logical Analyst	Structured reasoning, reviews, and evidence-first work
Empathetic Assistant	Patient support and user-facing help
Collaborative Partner	Joint drafting, iteration, and facilitation
Creative Explorer	Discovery, brainstorming, and exploring multiple angles

Using a template as a starting point

1. Open an agent in the editor.

2. Select the desired entry from the Persona Template picker.

3. Review and refine the Task so the agent has a clear job description.

4. Build or adjust the Operating Protocol.

5. Assign the tools the agent should be allowed to use, then save.

Tip

Templates are a shortcut for tone and stance, not a packaged business workflow. Treat them as a starting point, then shape the task and protocol to match your real use case.

Model options

Workflow agents can be assigned a model option that changes quality, speed, and credit usage.

Option	Characteristics	Credit cost
PRO	Highest quality responses. Best for complex reasoning, nuanced conversations, and multi-step problem solving.	Highest per run
BALANCED	Good balance of speed and quality. Suitable for most production workloads.	Moderate per turn
BUDGET	Fastest response time at the lowest cost. Ideal for simple, high-volume tasks such as FAQ lookup or classification.	Lowest per turn

You can change the model from the workflow agent settings in the editor. Workflow agents also expose a call budget to limit how many turns they may use in a run.

Choosing the right option

Use this decision guide to pick the appropriate LLM option for your use case:

Use BUDGET For simple routing, FAQ-style work, or high-volume workflows.

Use BALANCED For most day-to-day workflows where you want a good tradeoff.

Use PRO For difficult reasoning, nuanced troubleshooting, or high-stakes outputs.

Credit costs

Every agent execution consumes credits. The number of credits depends on:

• LLM option — PRO costs more per turn than BALANCED, which costs more than BUDGET.
• Turn count — each assistant turn within a session is billed independently.
• Tool calls — some tools consume additional credits when invoked.

Credit balances and consumption are visible under Settings > Credits & Billing. See the Credits & Billing documentation for details on managing your organization’s credit balance.

Next steps

Managing Agents Create, edit, and delete agents.

Operating Protocols Define multi-phase behavioral workflows.

Tools & Memory Assign tools, connect knowledge, and configure handoffs.

Credits & Billing Manage your organization's credit balance and usage.